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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: ED PLOPA who wrote (6730)	1/14/1998 9:25:00 PM
From: voop	Read Replies (1) \| Respond to of 42804

Recent Gilder Report: "Bet on Gigabit Ethernet switching to replace ATM as the vehicle of choice for campus nets and neighborhoods," mentioning BAY, CISCO, COMS, CS and Extreme Networks. Alas, no MRVC cited.

To: ED PLOPA who wrote (6730)	1/14/1998 11:53:00 PM
From: Andrew Furst	Respond to of 42804

Yago Sytems? Don't they make Sangria? (kidding) According to the press release, Yago is a "Gigabit Ethernet and switch router visionary". I guess there are a lot of visionaries out there, too many to follow. Will this impact MRVC in the slightest? What gets me is the way these networking giants seem to have stopped doing their own r&d. If they need something, they just find some small networking "visionary", and buy them out. I realize that this is how MRV got into the networking business in the first place (buying Ace and Galcom), and expanded into hubs (Elbit). But at least they developed their own Gigabyte Ethernet, as far as I know. The big networkers more and more seem to be marketing companies, not technology innovators. I don't know if this will be to MRVC's advantage (in the long run) or not. If the big guys rely too much on acquisitions for their r&d, they may eventually stumble. Or can they operate this way indefinitely?